ACT Advisors, LLC.

Est. AUM

$235.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$32.2M	713055	13.68%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$27.0M	533732	11.49%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$26.5M	312372	11.27%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$24.8M	307985	10.55%	SOLE
5	WISDOMTREE TR	US QTLY DIV GRT	$20.6M	234126	8.75%	SOLE
6	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$19.2M	451761	8.17%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$18.9M	28960	8.04%	SOLE
8	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$13.2M	555403	5.60%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$6.0M	18802	2.57%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	49543	1.61%	SOLE
11	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$2.9M	94398	1.22%	SOLE
12	APPLE INC	COM	$2.3M	9004	0.97%	SOLE
13	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$2.1M	46358	0.91%	SOLE
14	ISHARES TR	MSCI USA MIN VOL	$2.1M	23055	0.91%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$2.1M	45214	0.88%	SOLE
16	NVIDIA CORPORATION	COM	$1.8M	10199	0.76%	SOLE
17	BROADCOM INC	COM	$1.8M	5670	0.75%	SOLE
18	MICROSOFT CORP	COM	$1.6M	4331	0.68%	SOLE
19	J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$1.4M	13232	0.61%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.4M	35808	0.60%	SOLE
21	ISHARES TR	MSCI USA MMENTM	$1.4M	5793	0.59%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	44872	0.47%	SOLE
23	FRANKLIN TEMPLETON ETF TR	INTL AGGREGTE BD	$1.0M	51509	0.44%	SOLE
24	COCA COLA CO	COM	$1.0M	13565	0.44%	SOLE
25	AMAZON COM INC	COM	$941K	4517	0.40%	SOLE
26	WISDOMTREE TR	US EFFICIENT COR	$818K	15680	0.35%	SOLE
27	META PLATFORMS INC	CL A	$785K	1372	0.33%	SOLE
28	INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$777K	37813	0.33%	SOLE
29	ALPHABET INC	CAP STK CL C	$705K	2458	0.30%	SOLE
30	ALPHABET INC	CAP STK CL A	$663K	2306	0.28%	SOLE
31	PIMCO ETF TR	MULTISECTOR BD	$644K	24562	0.27%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$628K	12468	0.27%	SOLE
33	PIMCO ETF TR	ACTIVE BD ETF	$627K	6798	0.27%	SOLE
34	INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$553K	5235	0.24%	SOLE
35	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$525K	27986	0.22%	SOLE
36	EXXON MOBIL CORP	COM	$497K	2932	0.21%	SOLE
37	TESLA INC	COM	$474K	1275	0.20%	SOLE
38	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$463K	1947	0.20%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$462K	9566	0.20%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$453K	9653	0.19%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	FT VEST US	$452K	10618	0.19%	SOLE
42	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$448K	13388	0.19%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$384K	802	0.16%	SOLE
44	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$379K	6297	0.16%	SOLE
45	ABBVIE INC	COM	$358K	1647	0.15%	SOLE
46	BOEING CO	COM	$353K	1774	0.15%	SOLE
47	JPMORGAN CHASE & CO	COM	$339K	1153	0.14%	SOLE
48	PHILIP MORRIS INTL INC	COM	$337K	2038	0.14%	SOLE
49	MORGAN STANLEY	COM NEW	$337K	2045	0.14%	SOLE
50	WILLIAMS COS INC	COM	$331K	4551	0.14%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.